15min chapter

The Six Most Controversial Takes from Excess Returns in 2024

Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

notes

CHAPTER

Rethinking Dividend Investing

This chapter explores the complexities of investment strategies, debating the efficacy of no-yielding versus high-yielding stocks and challenging traditional dividend investment narratives. The speakers advocate for a broader perspective on returns, emphasizing tax implications and the potential for superior strategies through empirical analysis. Additionally, they discuss the evolving role of machine learning in investment decision-making, highlighting the importance of data-driven understanding over intuitive explanations.

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Transcript

Episode notes

In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we've heard on Excess Returns in 2024. From Aswath Damodaran's spicy thoughts on the Berkshire annual meeting (spoiler: he's not a fan) to Cem Karsan's mind-bending perspective on options being the "dog" rather than the "tail," we're breaking down six of the hottest takes from 2024. We explore everything from Meb Faber challenging the sacred cow of dividend investing to groundbreaking research suggesting that maybe we don't need intuitive explanations for what works in the market. Plus, we bring in a special guest to help us mere mortals understand the complex world of options. As two self-proclaimed "non-controversial" guys, we try to find the nuance in these polarizing perspectives. Whether you're a quant, a value investor, or just someone interested in different ways of thinking about markets, there's something here for everyone. And yes, we even manage to work in references to everything from Little Rascals to My Fair Lady (Matt's brain works in mysterious ways). Join us for an episode that proves even "wildly controversial" Jack Forehand can stir things up once in a while! 😉

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